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mwoodcars
Level 1

How do I print a statement for a customer

 
1 Comment 1
ShiellaGraceA
QuickBooks Team

How do I print a statement for a customer

Hi @mwoodcars,

 

You can print a customer statement either from the customer's profile or from the create button. Let me guide you how.

 

To print a statement from the create button:

 

  1. Go to +New.
  2. Under Other, select Statement.
  3. Choose a Statement Type, Statement Date, Customer Balance Status, Start and End Date.
  4. Hit Apply. Mark a Recipients (customer name).
  5. Click Print or Preview at the bottom.
  6. A PDF file will open, tick Print.

 

To print from the customer's profile:

 

  1. Go to Sales, and then Customers.
  2. Click the customer's name, then click the drop-down under the Action.
  3. Select Create Statement.
  4. A window will open, you can follow the above steps 3-6 to print.

I'm also attaching this awesome article for more information about creating and viewing customer statements. In case you need some additional reference, feel free to visit our page. Here's the link: Income and expenses.

 

Please leave a comment anytime if you have other questions or concerns. We're always here for you. Thanks for posting and keep safe.

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